USI Insurance Services
Overview
This position is responsible for providing institutional consulting services to retirement plan clients. The ideal candidate should be able to analyze and interpret capital market and economic events/trends, evaluate investment performance versus relevant benchmarks, and convey findings to client audiences. The role includes monitoring and evaluating client portfolios to ensure compliance with investment policy objectives and participating in internal committees and project work related to broader initiatives of the investment advisory organization. Responsibilities
Develop, analyze, communicate, teach, present and prepare investment strategies to support pension and retirement plan sales efforts and help close new business. Utilize appropriate technology, due diligence and publications to review, monitor and analyze performance for non-proprietary funds offered to USICG clients to help them meet investment objectives. Deliver timely, responsive and accurate support to assigned book of clients requiring periodic comprehensive written reviews of their plans investments and retain assigned clients. For current clients, review available investment options and degree of participation in each investment choice; make recommendations for proactive menu enhancements (e.g., additional investment options and removals). Work with recordkeeping partner to service the assigned book of clients. Provide commentary on current and projected economic conditions and how they may impact financial markets and investments offered to retirement plan clients. Provide proactive asset allocation advice to defined benefit clients and participate in asset/liability studies. Analyze portfolios including composite funds and rebalance as needed on a quarterly basis. Meet periodically with clients to provide relationship management and cross-sell USI services. Enact investment policy statements for assigned clients including trades and investment of new deposits. Independently and efficiently handle miscellaneous assigned projects. Comply with published procedures and compliance manual for USI Advisors and Securities. Knowledge, Skills And Abilities
6 or more years of investment-related performance measurement experience, with significant exposure to mutual and institutional funds. Institutional consulting or wealth management experience and client-facing experience preferred. Bachelor’s or advanced degree in Mathematics, Business, Finance or Accounting. Strong computer skills, proficient with Excel, Morningstar, and database management; familiarity with other industry software programs for monitoring funds. Series 65 required. Good knowledge of retirement and pension programs and their funding. Financial expertise and business sense from both USI’s and client’s perspectives. Ability to creatively and proactively problem-solve, adhering to regulatory requirements. Ability to stay organized and focused in a busy environment. Effective verbal and written communication skills with clients and co-workers; comfortable presenting to small audiences. Personable and credible; able to work independently or in a team as needed. Why USI?
USI Consulting Group (USICG) is an industry-leading retirement plan consulting and benefits administration firm. USICG provides independent, comprehensive guidance and innovative retirement plan solutions. USICG is an affiliate of USI Securities, Inc. and USI Advisors, Inc., and a wholly owned subsidiary of USI Insurance Services. To learn more, visit usicg.com or follow us on LinkedIn. Salary and Benefits
Salary Range is $85,000 - $100,000, plus potential for compensation incentives. USI offers a full suite of benefits including health, welfare and financial benefits, 401(k), PTO, family leave, and holidays.
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This position is responsible for providing institutional consulting services to retirement plan clients. The ideal candidate should be able to analyze and interpret capital market and economic events/trends, evaluate investment performance versus relevant benchmarks, and convey findings to client audiences. The role includes monitoring and evaluating client portfolios to ensure compliance with investment policy objectives and participating in internal committees and project work related to broader initiatives of the investment advisory organization. Responsibilities
Develop, analyze, communicate, teach, present and prepare investment strategies to support pension and retirement plan sales efforts and help close new business. Utilize appropriate technology, due diligence and publications to review, monitor and analyze performance for non-proprietary funds offered to USICG clients to help them meet investment objectives. Deliver timely, responsive and accurate support to assigned book of clients requiring periodic comprehensive written reviews of their plans investments and retain assigned clients. For current clients, review available investment options and degree of participation in each investment choice; make recommendations for proactive menu enhancements (e.g., additional investment options and removals). Work with recordkeeping partner to service the assigned book of clients. Provide commentary on current and projected economic conditions and how they may impact financial markets and investments offered to retirement plan clients. Provide proactive asset allocation advice to defined benefit clients and participate in asset/liability studies. Analyze portfolios including composite funds and rebalance as needed on a quarterly basis. Meet periodically with clients to provide relationship management and cross-sell USI services. Enact investment policy statements for assigned clients including trades and investment of new deposits. Independently and efficiently handle miscellaneous assigned projects. Comply with published procedures and compliance manual for USI Advisors and Securities. Knowledge, Skills And Abilities
6 or more years of investment-related performance measurement experience, with significant exposure to mutual and institutional funds. Institutional consulting or wealth management experience and client-facing experience preferred. Bachelor’s or advanced degree in Mathematics, Business, Finance or Accounting. Strong computer skills, proficient with Excel, Morningstar, and database management; familiarity with other industry software programs for monitoring funds. Series 65 required. Good knowledge of retirement and pension programs and their funding. Financial expertise and business sense from both USI’s and client’s perspectives. Ability to creatively and proactively problem-solve, adhering to regulatory requirements. Ability to stay organized and focused in a busy environment. Effective verbal and written communication skills with clients and co-workers; comfortable presenting to small audiences. Personable and credible; able to work independently or in a team as needed. Why USI?
USI Consulting Group (USICG) is an industry-leading retirement plan consulting and benefits administration firm. USICG provides independent, comprehensive guidance and innovative retirement plan solutions. USICG is an affiliate of USI Securities, Inc. and USI Advisors, Inc., and a wholly owned subsidiary of USI Insurance Services. To learn more, visit usicg.com or follow us on LinkedIn. Salary and Benefits
Salary Range is $85,000 - $100,000, plus potential for compensation incentives. USI offers a full suite of benefits including health, welfare and financial benefits, 401(k), PTO, family leave, and holidays.
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